瑞银：英伟达-GB300预计在大约第一季度推出；买入评级

Global Research NVIDIA Corp GB300 (BW Ultra) Pulled In By ~1Q; Maintain Buy Summary ab 17 March 2025 UBS Global Tech Team met with >30 companies in the APAC supply chain over the past week. We believe Blackwell demand remains very strong, residual bottlenecks on GB200 racks are now fully resolved, and NVDA is now pulling in timing for B300/GB300 (Blackwell Ultra) by 1Q with significant volume shipments now likely in CQ3:25. We did hear about slightly less aggressive expansion plans for TSMC for CoWoS capaci ...